Triad Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Triad Financial Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.24M	Buy	8,526 +152	+2%	+$22.8K	0.44%	25
2023 Q2	$1.22M	Sell	8,374 -116	-1%	-$16K	0.5%	27
2023 Q1	$1.11M	Sell	8,490 -31	-0.4%	-$4.25K	0.48%	28
2022 Q4	$1.14M	Hold	8,521	–	–	0.51%	23
2022 Q3	$890K	Sell	8,521 -154	-2%	-$17.7K	0.48%	26
2022 Q2	$977K	Buy	8,675 +92	+1%	+$11.4K	0.54%	24
2022 Q1	$1.17M	Sell	8,583 -909	-10%	-$134K	0.63%	21
2021 Q4	$1.5M	Buy	+9,492	New	+$1.56M	0.89%	16

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Triad Financial Advisors's JPM Position: Q3 2023 in Review

Triad Financial Advisors increased its JPMorgan Chase (JPM) stake by 1.8% in Q3 2023, buying an estimated $22.8K and bringing the position to 8,526 shares worth $1.24M. The position accounts for 0.44% of the portfolio, ranked #25.

Triad Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2021. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

Triad Financial Advisors held 8,526 shares of JPMorgan Chase worth $1.24M as of Q3 2023.
Triad Financial Advisors bought 152 JPMorgan Chase shares in Q3 2023, an estimated $22.8K.
JPMorgan Chase made up 0.44% of Triad Financial Advisors's portfolio in Q3 2023, its #25 holding.
Triad Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's JPMorgan Chase position peaked at $1.5M in Q4 2021.
3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.